Gregory Tonnon
Gregory Tonnon is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Ridgewood, NJ, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
171 E Ridgewood Ave Ste 201, Ridgewood, NJ, 07450
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gregory operates Lanza Financial Group, LLC as a DBA for his LPL business, dedicating about 10% of his time. He is also an employee benefits broker with Elite Financial Services and works with various insurance carriers selling non-variable insurance products.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sagepoint Financial, INC.Broker
Sentra Securities CorporationBroker
Guardian Investor Services CorporationBroker
Mony Securities CORP.Broker
MML Investors Services, INC.Broker
Massachusetts Mutual Life Insurance CompanyBroker
State Registrations1 state
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